Wealthsimple is hiring a
Investment Representative

Summary

The job is for an Investment Representative at Wealthsimple, a Canadian fintech company. The role involves executing manual trades, supporting the Client Success team, building training materials, and participating in feedback loops. Requirements include 2 years or more of investment industry experience, specific certifications, and certain skills. Benefits include competitive salary, health benefits, retirement savings matching plan, vacation days, wellness and professional development budgets, employee resource groups, company-wide wellness days off, and remote work.

Requirements

• Industry Experience: 2 years or more of investment industry experience as an IR or similar
• Bilingualism (French & English)

Responsibilities

• Deliver an amazing client experience; no matter what
• Build a foundation of investment, personal finance and stock trading knowledge
• Execute regular tasks for Clients including manual trades in collaboration with cross-functional partners across Wealthsimple
• Identify operational improvements to improve productivity and efficiency for trading processes
• Be a key part in monitoring, facilitating and improving operational processes and working with our back-office to deliver an exceptional service to our clients
• Build training materials and information to share with other Client Success teams in the organization
• Participate in strong feedback loops in a meaningful way as we launch new Product features

Benefits

• Competitive salary with top-tier health benefits and life insurance
• Retirement savings matching plan using Wealthsimple Work
• 20 vacation days per year and unlimited sick and mental health days
• Up to $1,500 per year towards wellness and professional development budgets respectively
• A wide variety of peer and company-led Employee Resource Groups (ie. Rainbow, Women of Wealthsimple, Black @ WS)
• Company-wide wellness days off scheduled throughout the year